Financial Calculators

Free Tax & Investment Calculators for Accredited Investors

These free calculators help accredited investors in Austin, Dallas, Houston, San Antonio, and nationwide estimate the tax impact of a major capital gains event — and see how tax-advantaged strategies could change the math. Each tool runs entirely in your browser, requires no signup to use, and lets you download or email a clean PDF summary you can share with your CPA.

What each tool does

• Capital Gains Tax Calculator — estimate federal and state capital gains tax, including the 3.8% Net Investment Income Tax (NIIT), and see the Texas no-state-income-tax advantage.
• 1031 Exchange Calculator — estimate the capital gains and depreciation recapture tax you could defer by exchanging investment real estate for like-kind replacement property.
• Opportunity Zone (OZ) Tax Savings Calculator — model deferral of your original gain and potential tax-free growth on a Qualified Opportunity Fund investment held 10+ years.
• IDC Tax Deduction Estimator — estimate potential first-year deductions from Intangible Drilling Cost programs against your marginal rate.
• Accredited Investor Quiz — check whether you meet the SEC's income or net-worth thresholds to access private placements.

These tools provide simplified estimates for educational purposes only and are not tax, legal, or investment advice. Alternative investments involve risk, including possible loss of principal, and are suitable only for accredited investors. Results depend on your specific circumstances and current law. Schedule a consultation to review your situation with your CPA and attorney.